A detailed history of Venturi Wealth Management, LLC transactions in White Mountains Insurance Group LTD stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 221 shares of WTM stock, worth $439,423. This represents 0.02% of its overall portfolio holdings.

Number of Shares
221
Previous 221 -0.0%
Holding current value
$439,423
Previous $401,000 6.73%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$1688.8 - $1871.4 $322,560 - $357,437
191 Added 636.67%
221 $401,000
Q4 2023

Jan 23, 2024

SELL
$1425.4 - $1551.29 $12,828 - $13,961
-9 Reduced 23.08%
30 $45,000
Q3 2023

Nov 02, 2023

BUY
$1380.13 - $1607.11 $2,760 - $3,214
2 Added 5.41%
39 $58,000
Q1 2023

May 02, 2023

BUY
$1322.18 - $1551.67 $48,920 - $57,411
37 New
37 $50,000

Others Institutions Holding WTM

About WHITE MOUNTAINS INSURANCE GROUP LTD


  • Ticker WTM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 2,576,230
  • Market Cap $5.12B
  • Description
  • White Mountains Insurance Group, Ltd., through its subsidiaries, provides insurance and other financial services in the United States. The company operates through five segments: HG Global/BAM, Ark, NSM, Kudu, and Other Operations. The HG Global/BAM segment provides insurance on municipal bonds issued to finance public purposes, such as schools,...
More about WTM
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